MYCIO Wealth Partners’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,201
| Closed | -$214K | – | 277 |
|
|
2019
Q4 | $214K | Sell |
5,201
-533
| -9% | -$21.9K | 0.01% | 313 |
|
|
2019
Q3 | $255K | Buy |
5,734
+156
| +3% | +$6.94K | 0.02% | 265 |
|
|
2019
Q2 | $280K | Buy |
5,578
+72
| +1% | +$3.61K | 0.02% | 248 |
|
|
2019
Q1 | $365K | Buy |
5,506
+71
| +1% | +$4.71K | 0.03% | 191 |
|
|
2018
Q4 | $334K | Buy |
5,435
+49
| +0.9% | +$3.01K | 0.03% | 193 |
|
|
2018
Q3 | $443K | Buy |
5,386
+48
| +0.9% | +$3.95K | 0.04% | 168 |
|
|
2018
Q2 | $447K | Sell |
5,338
-1,052
| -16% | -$88.1K | 0.05% | 164 |
|
|
2018
Q1 | $415K | Buy |
6,390
+52
| +0.8% | +$3.38K | 0.05% | 146 |
|
|
2017
Q4 | $467K | Buy |
6,338
+61
| +1% | +$4.5K | 0.05% | 145 |
|
|
2017
Q3 | $403K | Buy |
6,277
+184
| +3% | +$11.8K | 0.05% | 156 |
|
|
2017
Q2 | $365K | Sell |
6,093
-623
| -9% | -$37.3K | 0.04% | 150 |
|
|
2017
Q1 | $426K | Buy |
6,716
+370
| +6% | +$23.5K | 0.05% | 147 |
|
|
2016
Q4 | $452K | Buy |
6,346
+5,097
| +408% | +$363K | 0.06% | 128 |
|
|
2016
Q3 | $91K | Buy |
1,249
+407
| +48% | +$29.7K | 0.02% | 275 |
|
|
2016
Q2 | $64K | Sell |
842
-699
| -45% | -$53.1K | 0.01% | 303 |
|
|
2016
Q1 | $105K | Buy |
1,541
+749
| +95% | +$51K | 0.02% | 225 |
|
|
2015
Q4 | $53K | Buy |
792
+41
| +5% | +$2.74K | 0.01% | 283 |
|
|
2015
Q3 | $50K | Hold |
751
| – | – | 0.01% | 292 |
|
|
2015
Q2 | $58K | Hold |
751
| – | – | 0.01% | 278 |
|
|
2015
Q1 | $55K | Hold |
751
| – | – | 0.01% | 272 |
|
|
2014
Q4 | $60K | Sell |
751
-32
| -4% | -$2.56K | 0.01% | 248 |
|
|
2014
Q3 | $72K | Hold |
783
| – | – | 0.02% | 220 |
|
|
2014
Q2 | $77K | Hold |
783
| – | – | 0.02% | 217 |
|
|
2014
Q1 | $71K | Hold |
783
| – | – | 0.02% | 225 |
|
|
2013
Q4 | $71K | Sell |
783
-313
| -29% | -$28.4K | 0.02% | 218 |
|
|
2013
Q3 | $98K | Hold |
1,096
| – | – | 0.03% | 174 |
|
|
2013
Q2 | $94K | Buy |
+1,096
| New | +$94K | 0.03% | 175 |
|